Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SGDM
31
HOLDINGS
20%
ALSO IN AGMI
AGMI
24
HOLDINGS
25%
ALSO IN SGDM
SECTOR DRIFT (SGDM minus AGMI)
OVERLAPPING HOLDINGS
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| Company | Weight in SGDM |
Weight in AGMI |
Overlap | |
|---|---|---|---|---|
 |
NEWMONT MINING CORP | 13.3% | 11.0% | 11.0% |
 |
SILVER WHEATON CORP | 8.1% | 8.1% | 8.1% |
|
FRANCO-NEVADA CORP | 7.1% | 9.6% | 7.1% |
|
PAN AMERICAN SILVER CORP | 3.9% | 3.7% | 3.7% |
|
SSR MINING INC | 0.4% | 3.9% | 0.4% |
SGDM Overweight Relative to AGMI
|
AGNICO-EAGLE MINES LTD | 11.7% |
|
KINROSS GOLD CORP | 5.9% |
|
LUNDIN GOLD INC. | 4.1% |
|
ALAMOS GOLD INC. | 3.8% |
|
ROYAL GOLD INC | 3.6% |
 |
HARMONY GOLD MNG-SPON ADR | 3.6% |
|
DUNDEE PRECIOUS METALS INC | 3.0% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.0% |
|
CENTERRA GOLD INC | 2.5% |
|
ORLA MINING LTD. | 2.4% |
SGDM Underweight Relative to AGMI
 |
ZIJIN MINING GROUP CO LTD-H | -8.1% |
|
HECLA MINING CO | -5.2% |
|
COEUR D'ALENE MINES CORP | -4.7% |
 |
FRESNILLO PLC | -4.6% |
|
INDUSTRIAS PENOLES SAB DE CV | -4.4% |
|
FIRST MAJESTIC SILVER CORP | -4.3% |
 |
KGHM POLSKA MIEDZ S.A. | -4.1% |
|
SOUTHERN COPPER CORP | -4.0% |
|
SSR MINING INC | -3.5% |
|
TECK RESOURCES LTD-CLS B | -3.5% |